Gradient Investments LLC Innovator Etfs Tr Transaction History

Gradient Investments LLC

$3.78 Billion
Q4 2024

A detailed history of Gradient Investments LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Gradient Investments LLC holds 548,162 shares of BALT stock, worth $17.4 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

548,162

Holding current value

$17.4 Million

% of portfolio

0.46%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 21, 2025	BUY	$30.76 - $31.55 $16.9 Million - $17.3 Million	548,162 New	548,162 $17.2 Million

Others Institutions Holding BALT

# of Institutions

156

Shares Held

21.5M

Call Options Held

Put Options Held

Wealthquest Corp Cincinnati, OH

3.08M
Shares

$97.9 Million
10.21% of portfolio
Envestnet Asset Management Inc

1.59M
Shares

$50.6 Million
0.02% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.22M
Shares

$38.7 Million
0.1% of portfolio
Commonwealth Equity Services, LLC

1.11M
Shares

$35.3 Million
0.05% of portfolio
Raymond James Financial Inc St. Petersburg, FL

795K
Shares

$25.3 Million
0.01% of portfolio

View Full List

About INNOVATOR ETFS TR

Ticker BALT

More about BALT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gradient Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Investments LLC with notifications on news.

Account

Gradient Investments LLC Innovator Etfs Tr Transaction History